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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter
Est. Return
3 Year
Est. Return
Holdings Portfolio Turnover Avg Holding
Period (Yrs)
Cliffwater
3701
Cliffwater
California
$371M +$21.3M +6% 4.25% 29.4% 25 8% 4.7
Milestone Investment Advisors
3702
Milestone Investment Advisors
Wisconsin
$371M +$26.6M +8% 8.45% 56.9% 132 8.33% 1.1
Morton Capital Management
3703
Morton Capital Management
California
$370M +$33.7M +10% 6.68% 75.4% 108 11.11% 1.6
Black Diamond Financial
3704
Black Diamond Financial
Maryland
$370M -$19.2K -0% 7.01% 68.3% 116 0.86% 3.2
Pathway Financial Advisors
3705
Pathway Financial Advisors
Vermont
$370M +$23.5M +7% 6.58% 52.7% 174 8.62% 3.3
Nepsis Inc
3706
Nepsis Inc
Minnesota
$370M +$18.5M +5% 10.6% 131% 30 13.33% 4.1
Moller Wealth Partners
3707
Moller Wealth Partners
$369M +$14.4M +4% 3.68% 44.1% 52 5.77% 6.5
Affiance Financial
3708
Affiance Financial
Minnesota
$369M +$25.6M +7% 6.49% 57.8% 104 13.46% 5
RS
3709
Retirement Solution
Washington
$369M +$31.1M +9% 9.3% 77.3% 45 20% 1.8
IBEX Wealth Advisors
3710
IBEX Wealth Advisors
New Jersey
$369M -$91.2M -20% 8.97% 234% 152 56.58% 1.9
Cypress Asset Management
3711
Cypress Asset Management
Texas
$369M +$36.3M +11% 13.7% 141% 119 11.76% 6.4
Altiora Financial Group
3712
Altiora Financial Group
Ohio
$368M +$23.2M +7% 5.32% 41.1% 84 14.29% 0.8
Kadensa Capital
3713
Kadensa Capital
Hong Kong
$368M -$28.4M -7% 17.4% 191% 42 73.81% 0.3
Shayne & Jacobs LLC
3714
Shayne & Jacobs LLC
Tennessee
$368M +$45.7M +14% 14.5% 79.4% 97 8.25% 2.7
Sierra Summit Advisors
3715
Sierra Summit Advisors
Nevada
$368M +$24.7M +7% 11.9% 302% 229 50.66% 0.2
Juniper Capital Advisors
3716
Juniper Capital Advisors
Texas
$367M +$29.5M +9% 9.34% – 1 0% 0.3
First Reserve GP XIII
3717
First Reserve GP XIII
Connecticut
$367M +$45M +14% 14% 5.56% 1 0% 0.3
RS Crum Inc
3718
RS Crum Inc
California
$367M +$42.7M +13% 4.92% 54.2% 82 2.44% 1.7
BC
3719
Belmont Capital
California
$367M +$132M +57% 12.8% 182% 195 17.95% 1.6
Whalerock Point Partners
3720
Whalerock Point Partners
Rhode Island
$367M +$43.1M +13% 14.6% 103% 182 12.09% 4.9
CCM
3721
Contrarian Capital Management
Connecticut
$367M -$44.1M -11% 5.74% 29.4% 34 23.53% 2.3
Lodbrok Capital
3722
Lodbrok Capital
United Kingdom
$366M +$25.5M +7% 7.5% 25.9% 5 0% 1.7
Optas LLC
3723
Optas LLC
Texas
$366M +$34.1M +10% 11.5% 118% 218 14.22% 2.3
Sage Advisory Services
3724
Sage Advisory Services
Texas
$366M -$7.04M -2% 5.68% 37.8% 53 11.32% 2.7
MM
3725
Meridian Management
Arkansas
$366M +$14.5M +4% 6.54% 65.3% 102 6.86% 4.4